中文翻译
@wz2013 $AXTI 此前已与 $COHR 签订长期协议(LTA)，并支付了 2230 万美元的预留金。今天又与 $LITE 签订了 LTA，总计 8700 万美元（4350 万 + 4350 万）再次用于预留产能。考虑到这两家都是领先的光学玩家，这似乎是积极的信号。合同定价等具体细节尚不清楚，我们将拭目以待。
· 供应链分析
AXTI获两大光学巨头巨额产能预留订单，信号积极。
英文原文
@wz2013 $AXTI secured LTA with $COHR earlier, with a $22.3M reservation payment. As well as a LTA with $LITE today, totaling $87M ($43.5M + $43.5M) again to reserve capacity. Considering that these are both of the two leading optical players, seems positive. The actual details such as pricing of the contracts aren't known, so we'll find out more.